Scheduler Page

Scheduler Page



Overview

The Scheduler page allows you to create and schedule Patients for appointments. You can can check them in and out, or mark the appointments as missed. You can customize your scheduler experience and enable family appointments.

            Note:  The Scheduler must be enabled on an account prior to use. 
                        Please reach out to Teletask staff to enable this feature.



The Scheduler page is where you can answer questions such as:
  1. How can I add a new patient?
  2. How can I re-schedule an appointment?
  3. Can I block out time on the scheduler?
  4. How do I check in a client for their appointment?
  5. Can I add a new appointment type?

Managing Appointments

You can manage appointments by creating patients, scheduling appointments, checking clients in and out or rescheduling appointments.
  1. For information about adding new patients, visit:  How to: Add a New Patient through the Scheduler
  2. For information about scheduling appointments, visit:  How to: Schedule Appointments for Patients through the Scheduler
  3. For information about scheduling Group Appointments, visit:  How to: Create Group Appointments in the Scheduler
  4. For information about viewing existing appointments, visit:  How to: View or Edit Existing Appointments through the Scheduler
  5. For information about status options, visit:  How to: Update Status Options for Appointments through the Scheduler
  6. For information about blocking time, visit:  How to: Block Time in the Scheduler
Note:  For information about editing existing patients, visit:  How to: Edit Existing Patients through the Scheduler


Scheduler Settings

These settings allow you to customize your scheduler experience to meet your organization's needs. 
  1. For information about enabling family appointments, visit:  How to: Enable Family Appointments for the Scheduler
  2. For information about appointment types, visit:  How to: Create or Edit Appointment Types for the Scheduler
  3. For information about clinics, visit:  How to: Create or Edit a Clinic / Office for the Scheduler

Scheduler Reports

The Scheduler report type allows you to view scheduled appointments for a specified time period. You can run the report on a specific clinic or a specific resource.
  1. For information about Scheduler Reports, visit:  How to: Create a Scheduler Report